AI that doesn't just answer questions — it does the job. An agent that can check your CRM, draft a reply, book a meeting, update a record, and notify your team, all without being told each step.
Workflow agents are the most advanced thing we build. Instead of a chatbot that responds to commands, these are AI systems that receive a goal — 'process this refund,' 'onboard this client,' 'follow up on overdue invoices' — and execute a multi-step process across your business tools. They check information, take actions, request human approval when something is unusual, and log everything they do.
- Execute multi-step processes across CRM, email, calendar, and billing
- Process refunds, cancellations, and account changes end-to-end
- Onboard new clients — send welcome emails, create accounts, assign reps
- Chase overdue invoices — send reminders, escalate, update accounting
- Qualify leads — research the company, check CRM history, draft outreach
- Request human approval for actions above a set threshold
Example agent workflow
New lead fills out a form → Agent checks CRM for existing records → Researches the company online → Scores the lead → Drafts a personalised email → Sends it → Schedules a follow-up in 3 days → Updates the CRM → Notifies the assigned salesperson.
Start with an assessment
Not sure if this is the highest-leverage opportunity for your business? Begin with an AI & Automation Assessment and we’ll help you prioritize.
Book an AI AssessmentTell us how your business runs today. We’ll show you the specific tasks AI can take over — and how much time, money, and effort that saves your team every week.
